Senior Data Operations Analyst

• Sep 2021 - Present

• Conducted pre-launch data review for client’s digital platform. This made it possible for internal and external stakeholders to access their insurance policy documents, invoices, premiums, and program data online 24/7. • Analyzed data utilizing excel, SQL, and data visualization tool • Experienced with Excel VLOOKUP, Pivot Tables, and cross-tabulations • Designed and presented PowerPoint presentations with data quality findings to internal and external stakeholders • Partnered with business partners to identify and close gaps in policies, processes, and workflows. • Effectively managed multiple projects and priorities across teams in a fast-paced, deadline-driven environment • Built, developed, and guided high performing team of junior analysts • Helped with recruiting and training efforts Show less

Compliance Analyst

• Jan 2020 - Jun 2021

• Utilized Excel to create spreadsheets and databases as a means of recording audit results • Collaborated with managers to design effective PowerPoint presentations • Conducted and performed a variety of investigation types, including, denied parties, and due diligence. • Performed internal audit reconciliation of investigations for denied parties and sanctions. • Implemented and documented all policies and procedures • Proactively researched to stay up to date with regulations and rules • Lead discussions with cross-functional teams Show less

Asset Retention Specialist

• May 2018 - Dec 2019

• Assisted customers by recommending and educating regarding different products and services• Contributed to business strategy by identifying and exceeding metrics that drive growth such as quality assurance, customer satisfaction, and customer retention• FINRA Series 6 Registered Representative

Client Service Representative

• Oct 2016 - May 2018

• Cross-trained in defined benefit and deferred compensation plans• Accurately completed financial transactions including balance transfers, investment changes, loan processing, and withdrawals

Inbound Sales Specialist

• Jun 2013 - Oct 2016

• Utilized Microsoft Excel to record metric data such as average handle time (AHT), quality assurance, customer satisfaction, and conversion scores. • Managed book of business with over 800 new and returning customers which is a proven track record of building and cultivating relationships • Excelled in a fast-paced environment with continuous innovation and change • Monitored customer satisfaction survey results to investigative both positive and negative feedback trends, addressed negative feedback by formulating plan for improvement • Assisted customers with the loan origination process by taking credit applications, reviewing application results, and updating them regarding application status Show less

Enumerator

• Apr 2010 - Jun 2010